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Innovator US Equity Power Buffer ETF January

129 hedge funds and large institutions have $362M invested in Innovator US Equity Power Buffer ETF January in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

3% more funds holding

Funds holding: 125129 (+4)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

2.62% less ownership

Funds ownership: 70%67.38% (-2.6%)

8% less capital invested

Capital invested by funds: $394M → $362M (-$31.8M)

Holders
129
Holders Change
+4
Holders Change %
+3.2%
% of All Funds
2.17%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
14
Increased
39
Reduced
42
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Spire Wealth Management
Virginia
$276K
MFGM
102
Marshall Financial Group (Maryland)
Maryland
$274K
T
103
TRUADVICE
Florida
$257K
ASN
104
Advisory Services Network
Georgia
$251K
AC
105
Applied Capital
Arkansas
$241K +$249K +8,009 New
AWA
106
Alaska Wealth Advisors
Alaska
$225K
SWA
107
Sutton Wealth Advisors
Florida
$225K
FCFC
108
First Commonwealth Financial Corp
Pennsylvania
$219K -$901 -29 -0.4%
VWA
109
Visionary Wealth Advisors
Illinois
$214K +$6.21K +200 +3%
ACM
110
Advance Capital Management
Michigan
$213K -$40.3K -1,299 -16%
CFP
111
Cypress Financial Planning
New Jersey
$211K +$219K +7,039 New
AIC
112
Archer Investment Corporation
Indiana
$210K
VA
113
Valmark Advisers
Ohio
$210K
HIA
114
Harbor Investment Advisory
Maryland
$155K
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$140K +$145K +4,675 New
APA
116
American Portfolios Advisors
New York
$111K
CCM
117
Covington Capital Management
California
$98K
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$66K -$60.6K -1,951 -47%
TWP
119
TFO Wealth Partners
Ohio
$62K
FCMT
120
Founders Capital Management (Texas)
Texas
$31K +$32.1K +1,033 New
CFD
121
Creative Financial Designs
Indiana
$30K
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$27K -$15.1K -487 -35%
TFS
123
TrustCore Financial Services
Tennessee
$24K
SAM
124
Strategic Asset Management
Minnesota
$19K -$9.81K -316 -34%
JGCM
125
Joseph Group Capital Management
Ohio
$16K -$50.1K -1,615 -75%